Case Study: Credera achieves process clarity and a single source of truth with Lucidchart

Credera - Customer Case Study

Credera, a medium-sized full-service management consulting, user experience, and technology firm serving clients from Fortune 500 companies to emerging leaders, needed a better way to visualize and communicate complex client processes. Consultants found that narrative descriptions hid inefficiencies and made it hard to convince clients of needed changes, and they wanted a cross-platform tool that could tie visuals into their existing Microsoft Teams documentation.

Credera adopted Lucidchart for end-to-end process mapping and used its Teams integration, templates, layers, and embedded editor so employees can access, edit, and share diagrams without leaving Teams. The result: faster identification of optimization opportunities, clearer storytelling that wins client buy-in, streamlined collaboration, and a single source of truth for process documentation that’s easy for anyone to use.

Credera

Nathan Shaub

Senior Consultant